Group 1: Stock Picks by Jim Cramer - Jim Cramer has identified Palantir, Shake Shack, and Cloudflare as stocks with strong upside potential [1][2] - Palantir reported exceptional second-quarter results with revenues exceeding $1 billion, leading to a stock surge of over 4% and a 500% rally over the past year [2][3] - Cramer predicts Palantir's stock could reach $200, indicating a potential upside of approximately 24% from its current price [3] Group 2: Shake Shack Insights - Cramer acknowledged Shake Shack's recent 14% decline but remains confident in its fundamentals under CEO Rob Lynch's leadership [4] - He emphasized the importance of long-term performance over short-term fluctuations, highlighting the company's strong social presence and value proposition [4] Group 3: Cloudflare Performance - Cloudflare reported second-quarter revenues of $512.3 million, reflecting a 28% year-over-year increase [5] - Cramer has previously praised Cloudflare's CEO Matthew Prince and expressed strong support for the company, indicating a positive outlook [5]

Coming in hot: Palantir just logged its first quarter with revenue that topped $1B, sending shares up another 5.2% to $169 in the premarket session on Tuesday. Astounding revenue growth of 93% Y/Y was seen in its U.S. commercial unit, and U.S. government revenue growth was also up 53% Y/Y. Adjusted operating income and free cash flow were equally impressive, while revenue guidance was hiked well above projections, with $4.14B-$4.15B expected for FY25. To the moon! Is the AI revolution slowing down? Not anyt ...

Company Performance - Palantir's Q2 2025 revenue surged 48% year-over-year, reaching $1 billion, exceeding the estimate of $939.47 million [4] - The company reported adjusted earnings per share of $0.16, surpassing the consensus estimate of $0.14, while GAAP EPS was $0.13 compared to the consensus of $0.08 [3] - U.S. commercial sales increased by 93% year-over-year, while government contracts rose by 53% to $306 million and $426 million, respectively [4] Future Outlook - For the ongoing quarter, Palantir expects revenue to range from $1.08 billion to $1.09 billion, significantly above the estimate of $985 million [5] - The full-year revenue forecast has been raised to between $4.14 billion and $4.15 billion, up from the previous forecast of $3.89 billion to $3.9 billion [6] - Analysts have reacted positively to the results and outlook, indicating strong performance driven by the AI trend [7] Market Reaction - Shares of Palantir rose nearly 5% in premarket trading and have more than doubled year-to-date [3]

马斯克的"政府效率部（DOGE）"堪称一场充满反转的"财富魔术秀"——号称帮美国省了几十亿，却令自己的财富缩水800 多亿，特斯拉（TSLA.US）股价跌跌不休也使得他的首富宝座摇摇欲坠，大有被甲骨文（ORCL.US）的埃里森弯道"超 车"的可能。 不过，这波操作却意外捧红了"老伙计"Palantir（PLTR.US），这家曾被"木头姐"重仓的公司，靠着和政府的深度绑定以及 DOGE的"神助攻"，今年股价直接翻倍，市值飙到近3,800亿美元，刚刚公布的2025年第2季业绩更是亮瞎眼：营收破10亿、 经调整经营利润率飙至46%，还手握百亿级政府大单，活脱脱从"沉寂老兵"变成了"科技新贵"。 Palantir背景 说起来，Palantir与马斯克也有着千丝万缕的关联。这家公司成立于2003年，其创办人之一Peter Thiel为贝宝（PYPL.US）的 联合创始人，而马斯克也是贝宝创始人之一。Peter Thiel将贝宝的网诈识别技术应用到Palantir，奠定了后者的技术基础。 马斯克的AI初创公司xAI也与Palantir进行合作，挖掘AI在金融服务业的应用，Palantir还将xAI的Grok大模型整合到其 ...

Group 1 - Michael Wiggins De Oliveira is an inflection investor, focusing on buying undervalued companies at pivotal moments when their profitability is expected to increase significantly over the next year [1] - The investment strategy emphasizes technology and the Great Energy Transition, including uranium, with a concentrated portfolio of approximately 15 to 20 stocks and an average holding period of 18 months [1] - Michael has over 10 years of experience in analyzing companies, particularly in the tech and energy sectors, and has built a following of over 40,000 on Seeking Alpha [2] Group 2 - The Investing Group Deep Value Returns, led by Michael, offers insights through its concentrated portfolio of value stocks, timely updates on stock picks, and a weekly webinar for live advice [3] - The group provides "hand-holding" support for both new and experienced investors, fostering an active and vibrant community accessible via chat [3]

Core Insights - Palantir Technologies reported a strong Q2 2025 performance, highlighting its rapid growth in the enterprise AI sector [1] Financial Performance - The company achieved total revenue of $1.004 billion, representing a 48% year-over-year increase, with the U.S. commercial segment growing by 93% YoY [2] - Government revenue also showed robust growth, with a 14% sequential increase and a 53% YoY gain, supported by a $218 million U.S. Space Force contract and a 10-year Army agreement potentially worth up to $10 billion [2] - Palantir raised its full-year revenue guidance to a range of $4.142–$4.150 billion, reflecting its strong momentum [2] Market Position - The stock is projected to open trading near a $400 billion market cap, nearly double the size of UnitedHealth, which was almost 10 times larger than Palantir a year ago [3] Analyst Reactions - Deutsche Bank upgraded Palantir to Hold from Sell, increasing its price target to $160, citing impressive revenue growth and margin improvement [4] - Morgan Stanley raised its target to $155 from $98, maintaining an Equal Weight rating and describing the results as a "wow moment" with key metrics accelerating from Q1 [4] Strategic Outlook - The combination of rapid commercial adoption, deepening government relationships, and expanding AI use cases positions Palantir as a key player in the sector, with analysts viewing its ability to monetize AI deployment as a significant growth driver [5]

德意志银行将Palantir评级上调至"持有"，目标价为160美元。 ...

Core Insights - The article discusses potential investment opportunities in PLTR, indicating a possible long position in the stock within the next 72 hours [1]. Group 1 - The analyst has no current stock or derivative positions in the companies mentioned but may initiate a beneficial long position in PLTR [1]. - The article expresses the author's own opinions and is not influenced by compensation from any company [1]. - There is no business relationship with any company whose stock is mentioned in the article [1]. Group 2 - The article does not provide any specific financial data or performance metrics related to PLTR or other companies [2]. - No recommendations or advice are given regarding the suitability of investments for particular investors [2]. - The views expressed may not reflect those of Seeking Alpha as a whole, indicating a diversity of opinions among analysts [2].

Palantir Technologies (PLTR 4.18%), a data analytics and artificial intelligence software company known for serving both governments and corporations, reported its second quarter 2025 earnings on August 4, 2025. The release delivered headline-grabbing results: GAAP revenue climbed to $1.00 billion, well ahead of the $937.7 million average analyst estimate (GAAP). Adjusted (non-GAAP) earnings per share landed at $0.16 versus the $0.14 consensus. With substantial beats on both top and bottom lines, with GAAP ...

消息面上，Palantir第二季收入首破10亿美元，同比增长48%、环比增长14%，高于市场预期的9.4亿美 元；经调整每股盈利16美仙，高于预期的14美仙。期内，美国业务收入同比增长68%达7.33亿美元，其 中美国商业业务更增长近一倍达3.06亿美元。公司上调全年业绩预期，目前预计全年收入将在41.42亿至 41.5亿美元之间，高于之前预期的38.9亿至39亿美元。(格隆汇) 格隆汇8月5日｜美国国防软件及数据分析公司Palantir(PLTR.US)盘前涨超5.5%，报169.55美元，开盘后 势创历史新高。 ...